Backup & Recovery Guide
Protect your data with a simple backup routine and tested recovery plan.
The 3-2-1 backup method
The most reliable approach for small and medium setups.
3 copies
Keep the original data plus two backup copies.
2 media types
Store backups on two different types (e.g., SSD + cloud).
1 offsite
Keep one copy away from the primary location.
Backup checklist
- Identify critical folders and accounting data.
- Schedule daily or weekly backups.
- Label backup drives clearly.
- Keep a simple backup log.
Recovery checklist
- Test recovery every month.
- Confirm files open correctly.
- Document the restore steps.
- Keep a backup of passwords/keys.
Common backup mistakes
Avoid these to keep recovery dependable.
No testing
Backups are useless if you cannot restore them.
Single copy only
A single drive can fail or get lost.
Unclear ownership
Assign one person to manage backup responsibility.
Backup FAQ
Short answers to common backup questions.
How often should I back up?
Daily for accounting and business data, weekly for personal files.
Can I use only cloud backup?
Cloud is great, but a local copy makes recovery faster and more reliable.
What if a backup drive fails?
That is why multiple copies on different media are critical.